Spencer Betts is a financial consultant with Bickling Financial Services in Lexington, Massachusetts. Spencer started with Bickling Financial Services, Inc., in 2000. He is a CERTIFIED FINANCIAL PLANNER® and an Accredited Investment Fiduciary™.
Spencer Betts was recognized by 401kWire, a leading financial trade publication, as one of the “Top 300 Most Influential Defined Contribution Advisors” in the country for 2011 & 2012. This ranking is based on almost 3,000 nominations from across the financial services industry as well as from their editorial staff. The final list was based on more than 120,000 reader votes as well as input from distributors working with the advisors, honorees of last year’s 401kWire Top 40 Advisors ranking, and an analysis of objective criteria including statistics about the advisors’ practices which was obtained directly from all of the nominated advisors.
In February 2012 & 2013 Spencer Betts was recognized by Boston Magazine as a 5-star Wealth Manager for a second time. Boston Magazine conducted a survey of high net worth individuals and magazine subscribers and out of the over 14,000 wealth managers in the greater Boston area Spencer was one of less than 600 professionals chosen. The 5 star wealth Manager is and award based on client satisfaction. Respondents evaluate criteria such as service, expertise, value for fee charged and overall satisfaction. The overall evaluation score is based on an average of all respondents and may not be representative of any one client’s evaluation.
Spencer earned his B.S. in Physics from Old Dominion University, his CERTIFIED FINANCIAL PLANNER® designation from the College for Financial Planning and his Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. He holds series 6, 7, 63 and 24 securities registrations through LPL Financial and also holds an insurance producer license. As a Past President of Lexington Rotary and a Paul Harris Fellow, a Mason and a member of a number of networking groups, Spencer stays active within the community. He lives in Bedford with his wife, Jessica, and two small children, Taylor and Ryan.
Spencer Betts is a registered representative with LPL Financial and is a licensed insurance agent.
Investment Advice offered through Bickling Financial Services, Inc., a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Bickling Financial Services are not affiliated companies.